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215 N. Main Street Suite 1040, West Bend, WI 53095 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2019-08-16 |
Branch Locations
215 N. Main Street Suite 1040, West Bend, WI 53095 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Client First Investment Management Llc | West Bend | WI | 03/2017 | Present |
| Client First Tax Services Llc | West Bend | WI | 12/2015 | Present |
| Adaptiv Charts Llc (Fka 360 Investment Research Llc) | West Bend | WI | 12/2015 | Present |
| Client First Insurance Services, Llc | West Bend | WI | 12/2015 | Present |
| Rock Point Partners | West Bend | WI | 12/2015 | Present |
12/2015 - Present - Managing Member of Client First Insurance Services LLC, a licensed Insurance Agency. 12/2015 - Present - Managing Member of Client First Tax Services LLC, a tax preparation firm. 12/2015 - Present - Managing Member of 360 Investment Research LLC, a subscription based investment research newsletter.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-08-16 |
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